Checchi Capital Advisers’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $303K | Sell |
2,906
-68
| -2% | -$7.09K | 0.02% | 450 |
|
|
2025
Q1 | $324K | Buy |
2,974
+218
| +8% | +$23.8K | 0.02% | 436 |
|
|
2024
Q4 | $259K | Hold |
2,756
| – | – | 0.02% | 471 |
|
|
2024
Q3 | $265K | Sell |
2,756
-1
| -0% | -$96 | 0.01% | 469 |
|
|
2024
Q2 | $216K | Sell |
2,757
-334
| -11% | -$26.2K | 0.01% | 512 |
|
|
2024
Q1 | $254K | Sell |
3,091
-97
| -3% | -$7.97K | 0.02% | 478 |
|
|
2023
Q4 | $268K | Sell |
3,188
-113
| -3% | -$9.51K | 0.02% | 455 |
|
|
2023
Q3 | $266K | Sell |
3,301
-151
| -4% | -$12.2K | 0.02% | 435 |
|
|
2023
Q2 | $305K | Sell |
3,452
-92
| -3% | -$8.12K | 0.03% | 418 |
|
|
2023
Q1 | $336K | Sell |
3,544
-272
| -7% | -$25.8K | 0.03% | 378 |
|
|
2022
Q4 | $358K | Buy |
3,816
+319
| +9% | +$29.9K | 0.04% | 346 |
|
|
2022
Q3 | $313K | Buy |
3,497
+100
| +3% | +$8.95K | 0.03% | 376 |
|
|
2022
Q2 | $353K | Sell |
3,397
-651
| -16% | -$67.6K | 0.03% | 372 |
|
|
2022
Q1 | $404K | Buy |
4,048
+251
| +7% | +$25.1K | 0.03% | 320 |
|
|
2021
Q4 | $369K | Buy |
3,797
+1,081
| +40% | +$105K | 0.03% | 337 |
|
|
2021
Q3 | $240K | Buy |
2,716
+294
| +12% | +$26K | 0.02% | 423 |
|
|
2021
Q2 | $215K | Buy |
2,422
+10
| +0.4% | +$888 | 0.02% | 480 |
|
|
2021
Q1 | $226K | Sell |
2,412
-170
| -7% | -$15.9K | 0.02% | 448 |
|
|
2020
Q4 | $238K | Hold |
2,582
| – | – | 0.02% | 404 |
|
|
2020
Q3 | $250K | Sell |
2,582
-419
| -14% | -$40.6K | 0.03% | 341 |
|
|
2020
Q2 | $263K | Buy |
3,001
+370
| +14% | +$32.4K | 0.03% | 334 |
|
|
2020
Q1 | $232K | Buy |
2,631
+120
| +5% | +$10.6K | 0.02% | 297 |
|
|
2019
Q4 | $232K | Sell |
2,511
-359
| -13% | -$33.2K | 0.03% | 364 |
|
|
2019
Q3 | $273K | Buy |
2,870
+428
| +18% | +$40.7K | 0.04% | 311 |
|
|
2019
Q2 | $204K | Buy |
+2,442
| New | +$204K | 0.03% | 381 |
|
|
2016
Q3 | – | Sell |
-2,447
| Closed | -$160K | – | 1204 |
|
|
2016
Q2 | $160K | Sell |
2,447
-56
| -2% | -$3.66K | 0.02% | 396 |
|
|
2016
Q1 | $150K | Buy |
+2,503
| New | +$150K | 0.03% | 425 |
|